Parasol Investment Management’s Constellation Brands STZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-1,100
| Closed | -$169K | – | 135 |
|
|
2016
Q4 | $169K | Hold |
1,100
| – | – | 0.18% | 68 |
|
|
2016
Q3 | $183K | Hold |
1,100
| – | – | 0.19% | 65 |
|
|
2016
Q2 | $182K | Hold |
1,100
| – | – | 0.19% | 62 |
|
|
2016
Q1 | $166K | Hold |
1,100
| – | – | 0.16% | 57 |
|
|
2015
Q4 | $157K | Hold |
1,100
| – | – | 0.15% | 56 |
|
|
2015
Q3 | $138K | Hold |
1,100
| – | – | 0.12% | 60 |
|
|
2015
Q2 | $128K | Hold |
1,100
| – | – | 0.09% | 76 |
|
|
2015
Q1 | $128K | Hold |
1,100
| – | – | 0.08% | 70 |
|
|
2014
Q4 | $108K | Hold |
1,100
| – | – | 0.07% | 78 |
|
|
2014
Q3 | $96K | Hold |
1,100
| – | – | 0.07% | 72 |
|
|
2014
Q2 | $97K | Hold |
1,100
| – | – | 0.07% | 76 |
|
|
2014
Q1 | $93K | Hold |
1,100
| – | – | 0.07% | 58 |
|
|
2013
Q4 | $77K | Buy |
+1,100
| New | +$77K | 0.05% | 60 |
|